affiliate program

quality financial planning

Are your clients, employees or members receiving high quality financial planning advice backed by highly ethical standards and practices?

Our affiliate program is designed to provide your business or organisation with an additional high quality service to offer to your clientele, employees or members.

The main advantage of the program is that it aims to deliver the additional high quality service without the added capital and/or ongoing costs, training and compliance issues associated with providing the service yourself.

Some of the benefits to becoming part of our affiliate program include:

• Add value by ensuring your clients receive a high level of quality advice and professional service
  
• Provide your business with an efficient way to expand
  
  • Additional passive income stream which could be:
    
  • Given back to your clients as discounts/special rates
    
  • Paid to your charity of choice
    
  • Retained for future business expansion
    
  • Improve client retention by providing higher service levels or
    
  • Any activity the affiliate sees fit
    
• Increase your sales through increased referrals